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Washington Trust Bancorp
WASH

122 hedge funds and large institutions have $502M invested in Washington Trust Bancorp in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 38 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 122 → 122 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

0.62% less ownership

Funds ownership: 60.18% → 59.56% (-0.62%)

8% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 38

8% less capital invested

Capital invested by funds: $544M → $502M (-$42.7M)

Holders
122
Holders Change
–
Holders Change %
0%
% of All Funds
2.68%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
15
Increased
35
Reduced
38
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$2.01M
2
Millennium Management
Millennium Management
New York
+$1.99M
3
JP Morgan Chase
JP Morgan Chase
New York
+$1.1M
4
WG
Winton Group
United Kingdom
+$1.08M
5
CT
Coastline Trust
Rhode Island
+$748K

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$5.55M
2
State Street
State Street
Massachusetts
-$2.53M
3
FP
Foundry Partners
Minnesota
-$1.55M
4
BFC
Banc Funds Company
Illinois
-$1.36M
5
SFM
Systematic Financial Management
New Jersey
-$1.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
101
Citizens Financial Group
Rhode Island
$42K – – –
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$36K – – –
Marshall Wace
103
Marshall Wace
United Kingdom
$30K +$30.2K +618 New
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$29K – – –
TRCT
105
Tower Research Capital (TRC)
New York
$19K +$19.3K +394 +19,700%
QT
106
Quantamental Technologies
New York
$16K – – –
US Bancorp
107
US Bancorp
Minnesota
$15K +$4.21K +86 +40%
TSW
108
Thompson Siegel & Walmsley
Virginia
$14K – – –
RFWA
109
RPg Family Wealth Advisory
Massachusetts
$11K – – –
MAM
110
Meeder Asset Management
Ohio
$10K +$10K +205 New
PCIA
111
Prime Capital Investment Advisors
Kansas
$8K +$8.41K +172 New
Rockefeller Capital Management
112
Rockefeller Capital Management
New York
$6K -$14.8K -303 -70%
Fidelity Investments
113
Fidelity Investments
Massachusetts
$5K -$1.27K -26 -20%
SFS
114
Sowell Financial Services
Arkansas
$3K +$2.54K +52 New
TWA
115
TCI Wealth Advisors
Arizona
$3K +$2.88K +59 New
ASN
116
Advisory Services Network
Georgia
$2K – – –
CFA
117
Carroll Financial Associates
North Carolina
$1K – – –
WAP
118
Wealthcare Advisory Partners
Pennsylvania
$1K – – –
LWA
119
Lenox Wealth Advisors
New York
$1K +$1.47K +30 New
GT
120
Glenmede Trust
Pennsylvania
$2 – – –
BFC
121
Banc Funds Company
Illinois
– -$1.36M -26,075 Closed
Los Angeles Capital Management
122
Los Angeles Capital Management
California
– -$685K -13,129 Closed
PP
123
PDT Partners
New York
– -$412K -7,904 Closed
BIA
124
Barry Investment Advisors
Massachusetts
– -$244K -4,685 Closed
PSUF
125
People's United Financial
Connecticut
– -$232K -4,450 Closed
2 3 4
5
6

WASH Hedge Fund Activity: Q3 2019 in Review

122 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Washington Trust Bancorp (WASH) for Q3 2019, worth a combined $502M — down 7.8% from $544M a quarter earlier.

Fund positioning in WASH was balanced in Q3 2019: 15 funds opened new positions, 15 closed out, 35 added to existing stakes and 38 trimmed.

The largest buyer was BlackRock, adding an estimated $2.01M. The largest seller was Principal Financial Group, cutting an estimated $5.55M.

  • 122 institutional investors held Washington Trust Bancorp (WASH) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $502M of Washington Trust Bancorp stock for Q3 2019, down 7.8% quarter-over-quarter.
  • 15 funds opened new Washington Trust Bancorp positions in Q3 2019 and 15 closed out, a net change of 0 holders.
  • The largest Washington Trust Bancorp buyer in Q3 2019 was BlackRock, an estimated $2.01M added.
  • The largest Washington Trust Bancorp seller in Q3 2019 was Principal Financial Group, an estimated $5.55M sold.

Based on aggregated 13F filings for Q3 2019.